AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.66B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.87M
3
+$3.99M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.95M
5
FCX icon
Freeport-McMoran
FCX
+$2.46M

Top Sells

1
+$5.55M
2
+$3.01M
3
+$2.2M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.79M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.43M

Sector Composition

1 Technology 13.52%
2 Healthcare 12.71%
3 Financials 7.69%
4 Consumer Discretionary 4.23%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$209K 0.02%
+7,079
427
$208K 0.02%
+1,385
428
$208K 0.02%
12,778
429
$208K 0.02%
+4,966
430
$206K 0.02%
6,222
-756
431
$206K 0.02%
+4,270
432
$204K 0.02%
2,736
+47
433
$204K 0.02%
2,071
-223
434
$204K 0.02%
+2,445
435
$201K 0.02%
+3,957
436
$201K 0.02%
3,544
-1,299
437
$200K 0.02%
944
+9
438
$200K 0.02%
+736
439
$199K 0.02%
13,728
+690
440
$177K 0.02%
22,642
441
$142K 0.02%
10,563
442
$78.6K 0.01%
+12,077
443
$74.9K 0.01%
54,658
+26,923
444
$54.9K 0.01%
17,934
445
$16.6K ﹤0.01%
11,149
-6,802
446
$12.7K ﹤0.01%
10,204
-11,284
447
$12.4K ﹤0.01%
12,178
448
$10.1K ﹤0.01%
17,403
449
$6.14K ﹤0.01%
+16,511
450
$5.98K ﹤0.01%
+606
16 17
18
19 20